Ci Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ci Private Wealth, LLC holds 148,375 shares of AVSE stock, worth $7.96 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
148,375
Previous 79,755
86.04%
Holding current value
$7.96 Million
Previous $3.91 Million
96.27%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding AVSE
# of Institutions
34Shares Held
643KCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA96KShares$5.15 Million0.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL72.9KShares$3.91 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC40.8KShares$2.19 Million0.0% of portfolio
-
Mariner, LLC Overland Park, KS31.4KShares$1.68 Million0.0% of portfolio
-
Trademark Financial Management, LLC Bloomington, MN25.1KShares$1.35 Million1.1% of portfolio